Personal Financial Counselor-all Locations

Magellan Health

Remote
$58,440 - $93,500 py
Remote
Provide personal financial counseling
Develop financial educational materials
Conduct financial classes and workshops
Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families remotely. The role involves educating, advising, and managing financial plans while collaborating with military personnel and leadership

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include assisting with spending plans, developing informational materials, coordinating and providing financial management classes, and responding to requests for seminars.
  • The role requires effective utilization of virtual counseling and electronic communication modes, management of duty to warn situations, and communication with installation leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families remotely. The role involves educating, advising, and managing financial plans while collaborating with military personnel and leadership.

Salary

$58,440 - $93,500

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Develop financial educational materials
  • Conduct financial classes and workshops
  • Utilize virtual communication methods
  • Manage duty to warn situations
  • Communicate with installation leadership

Nice-to-have

  • Adapt to military lifecycle events
  • Respond to age-appropriate requests
  • Participate in supervision and training

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • US citizen and fluent English speaker
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter